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SUPPLIER SUPPORT SERVICES

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Support Topic

Q. How do I add or deactivate users?: 000003731

Article Number: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I acknowledge/confirm or dispute a purchase order?: 000003469

Article Number: 000003469

Confirming or Acknowledging a PO from your customer.

Q. How do I search for a PO/purchase order?: 000003615

Article Number: 000003615

Searching for purchase order information in the portal.

Q. What invoice have been created against my PO?: 000003531

Article Number: 000003531

Search for invoices that has been created against a Purchase Order.

Q. How do I assign branches to our portal users?: 000008574

Article Number: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

Q. How do I print a copy of an invoice?: 000003587

Article Number: 000003587

Save or print a copy of your electronic invoice.

Q. How do I start/stop receiving email notifications?: 000003472

Article Number: 000003472

Use the email notification settings feature to manage your email notifications.

Q. How do I create a non-PO invoice for Mexico? (eMex): 000008009

Article Number: 000008009

Information on how to upload CFDI compliant invoices for Mexico.

Q. How do I add or update my bank account/information?: 000003497

Article Number: 000003497

Manage your bank information through the portal!

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Article Number: 000003324

Create an invoice against a PO through the portal.

Q. How do I check the status of my invoice?: 000003536

Article Number: 000003536

Check the status of your invoice.

Q. How do I accept early payment offers for my invoice?: 000003503

Article Number: 000003503

Use the My Offers option to accept early payment on approved invoices.

Q. How do I search for invoices?: 000003525

Article Number: 000003525

Easily search for available invoices in the portal.

Q. What is my vendor number?: 000003517

Article Number: 000003517

Your vendor information is accessible under My Details in the portal.

Q. How do I create a PO invoice for Mexico? (eMex): 000008006

Article Number: 000008006

Information on how to upload CFDI compliant invoices for Mexico.

Q. How do I search for my payments?: 000003320

Article Number: 000003320

Search for your invoice remittance details.

Q. My PO has incorrect information.: 000003345

Article Number: 000003345

Contact your buyer if your purchase order has wrong information.

Q. How do I download a PO report?: 000003597

Article Number: 000003597

You have the ability to download purchase order reports directly from the portal.

Q. How do I update my company name?: 000003500

Article Number: 000003500

Q. How do I update my company name?

Q. How do I create a Credit Memo/Note to offset an over payment?: 000003334

Article Number: 000003334

Create a credit note for an invoice you have submitted.

Q. How do I create a Non-PO invoice (eForm)?: 000003640

Article Number: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

Q. What are the different invoice statuses?: 000003618

Article Number: 000003618

Defines the different invoice statuses available for an invoice.

Q. How do I manage my invoice compliance details?: 000003624

Article Number: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. What is my vendor number?: 000003517

Your vendor information is accessible under My Details in the portal.

Q. How do I request early payment for my invoice?: 000003463

If your customer has previously offered Early Payments on your invoices, you can choose to have your newly created invoice automatically paid as soon as it is approved.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

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